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  • Pension application deadlines for the current tax year

    If you’re setting up regular income for the first time from a drawdown account, to be paid in the 2016/17 tax year, applications must be with us by 17 March.

  • Facilitating adviser fees directly from personal pensions

    Paul Kennedy considers why it’s often likely to be beneficial for clients to have adviser fees facilitated directly from their personal pension scheme and the golden rules to consider.

  • Allowances and pension contributions at tax year end

    Paul Kennedy discusses pension contributions, allowances and carry forward with our National Pensions Sales Manager, Paul Squirrell. They also touch on the consequences and possible advantages of exceeding the annual allowance.

Technical matters

Retirement and tax planning considerations, including
expert insight to help you stay ahead of changing regulation.

Investment choices

Whether you select your
own funds, use model portfolios
or DFMs - we can help.

Identifying clients not on fees

A single report to identify clients
and a simple action plan to
engage with them.

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If you're not familiar with what we
can do to support the partners
we work with, this area should help.

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